curl --request POST \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export \
--header 'Authorization: Bearer <token>'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export"
headers = {"Authorization": "Bearer <token>"}
response = requests.post(url, headers=headers)
print(response.text)const options = {method: 'POST', headers: {Authorization: 'Bearer <token>'}};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export"
req, _ := http.NewRequest("POST", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"documentVersion": 2,
"eventFinancials": {
"invoiceTypes": []
},
"policyFinancials": {
"invoiceTypes": [],
"lineItemTypes": [],
"classifications": []
},
"reporting": {
"exportSurfaces": [],
"invoiceTypeOverrides": []
}
}Export Financials Configuration
Exports the complete natural-key-only financials configuration. The response
is the exact document accepted by import, including deprecated vocabulary,
policy presets, pricing classifications, and reporting frames. Saved company
payment defaults appear in policyFinancials.paymentDefaults. Policy invoice
types include payeeDefaults when configured: an object for a formula and
allowed party kinds (the expression is null when automatic selection is disabled),
or null for an explicitly cleared default that allows all kinds. Unconfigured
defaults are omitted. Arrays are ordered deterministically for stable JSON diffs.
Importing this document provisions absent defaults while preserving the target
company’s existing edited, explicitly cleared, and explicit legacy defaults.
Required permission: financials.export
curl --request POST \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export \
--header 'Authorization: Bearer <token>'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export"
headers = {"Authorization": "Bearer <token>"}
response = requests.post(url, headers=headers)
print(response.text)const options = {method: 'POST', headers: {Authorization: 'Bearer <token>'}};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export"
req, _ := http.NewRequest("POST", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/export")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"documentVersion": 2,
"eventFinancials": {
"invoiceTypes": []
},
"policyFinancials": {
"invoiceTypes": [],
"lineItemTypes": [],
"classifications": []
},
"reporting": {
"exportSurfaces": [],
"invoiceTypeOverrides": []
}
}Authorizations
User-principal OAuth 2.0 Bearer authentication. Send a user-scoped Auth0 access token (audience = the app API audience) as Authorization: Bearer <jwt>. The request resolves to the user's identity and is authorized by their Role on the {companyId} in the path — the same role-based permissions the web app enforces. This is the path the MCP connector uses to act on a user's behalf; endpoints that accept it list both BearerAuth and ApiKeyAuth.
Path Parameters
Company identifier
